PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,238 $363K 0.02% -177 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,953 $347K <0.01% -424 13F-HR/A Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 5,880 $342K 0.05% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,850 $341K 0.04% -325 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,831 $339K <0.01% +168 13F-HR/A Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 5,734 $334K 0.11% 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,617 $327K 0.09% +869 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,587 $325K <0.01% +328 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,586 $325K <0.01% +466 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,500 $320K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,468 $318K <0.01% -6,916 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,225 $304K 0.05% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,099 $297K <0.01% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,881 $291K <0.01% -1,378 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,680 $288K <0.01% -1,628 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 4,859 $283K 0.01% -3,700 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,856 $283K <0.01% new 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 4,711 $274K 0.02% -28 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,693 $273K 0.03% -118 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 4,530 $264K 0.15% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,491 $261K <0.01% -65 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,456 $259K 0.03% -33 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,336 $252K <0.01% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,230 $246K 0.13% -100 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,232 $246K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,198 $244K 0.16% +275 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,145 $241K 0.11% -2,827 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,111 $239K <0.01% +4 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,088 $238K 0.04% -163 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,044 $235K 0.01% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 4,000 $233K 0.1% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,875 $226K <0.01% -67 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,868 $225K <0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,860 $225K 0.02% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,853 $224K 0.03% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,835 $223K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,829 $223K 0.02% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,786 $220K 0.01% +31 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,782 $220K 0.02% -21 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,762 $219K 0.04% new 13F-HR/A Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,689 $215K 0.01% -100 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,557 $207K <0.01% -143 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,542 $206K <0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,535 $206K <0.01% -400 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,480 $203K 0.06% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,470 $202K 0.03% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,800 $163K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,471 $144K 0.01% -96 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,455 $143K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,316 $135K 0.02% -60 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,000 $116K 0.01% 0 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,000 $116K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,674 $97.5K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,639 $95.4K <0.01% +1,488 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,476 $85.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,470 $85.6K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,427 $83K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 932 $60.7K <0.01% +812 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 919 $53.5K <0.01% +113 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 828 $48.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 742 $43.2K <0.01% +351 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 739 $43K 0.03% +206 13F-HR Timeline Quarry LP More: the full row for Quarry LP 720 $41.9K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 651 $37.9K <0.01% -359 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 641 $37.3K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 632 $36.8K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 576 $34K <0.01% -7 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 580 $33.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 579 $33.7K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 556 $32.4K <0.01% +276 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $30.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 519 $30.2K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 504 $29.3K 0.01% +59 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 478 $27.8K <0.01% -70 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 450 $26.2K 0.02% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 419 $24.4K <0.01% -5 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 408 $23.8K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 400 $23.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 375 $21.8K <0.01% +164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 363 $21.1K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 360 $20.9K 0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 353 $20.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 297 $19.4K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 331 $19.3K 0.01% -6 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 325 $18.9K <0.01% +71 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 301 $18K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 307 $17.9K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 302 $17.6K <0.01% -42 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $17.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rise Advisors, LLC More: the full row for Rise Advisors, LLC 294 $17.1K 0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 285 $16.6K <0.01% -1,000 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 275 $16K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 271 $15.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 261 $15.2K <0.01% -1,196 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 247 $14.4K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 195 $11.4K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 180 $10.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 178 $10.3K <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 170 $9.9K 0.01% 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 152 $8.85K <0.01% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 125 $7.28K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 121 $7.06K <0.01% -47 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 118 $6.87K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 110 $6.41K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 105 $6.11K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 104 $6.05K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 100 $5.82K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 100 $5.82K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 99 $5.76K <0.01% -5,431 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 90 $5.24K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 90 $5.24K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 81 $5K <0.01% +53 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 75 $4.64K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 78 $4.54K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 77 $4.48K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 77 $4.48K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 75 $4.39K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 75 $4.37K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 72 $4.19K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 60 $3.48K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 59 $3.44K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 58 $3.38K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 52 $3.03K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 48 $2.79K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 45 $2.62K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 40 $2.33K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $2.33K 0.04% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 15 $2.28K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 32 $1.84K <0.01% +13 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 30 $1.75K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 29 $1.69K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 25 $1.48K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22 $1.28K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 21 $1.22K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21 $1.22K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $1.17K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $1.05K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 18 $1.05K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 28 $1K <0.01% +4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17 $990 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17 $990 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16 $932 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $911 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 15 $887 <0.01% -15 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15 $873 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $704 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $699 <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $640 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7 $408 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $319 0.03% -5,461 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $292 <0.01% 0 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $175 <0.01% -2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $175 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $117 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $116 <0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $29 <0.01% new 13F-HR Timeline